MA
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MONECO Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

MONECO Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Sell
4,504
-346
-7% -$24.7K 0.02% 391
2025
Q4 		$332K Sell
4,850
-195
-4% -$13.1K 0.03% 372
2025
Q3 		$336K Sell
5,045
-115
-2% -$7.47K 0.03% 377
2025
Q2 		$317K Sell
5,160
-949
-16% -$55.3K 0.03% 370
2025
Q1 		$362K Sell
6,109
-490
-7% -$30.8K 0.04% 332
2024
Q4 		$418K Buy
6,599
+450
+7% +$29.3K 0.04% 312
2024
Q3 		$390K Sell
6,149
-1
-0% -$61 0.05% 296
2024
Q2 		$356K Sell
6,150
-9,279
-60% -$543K 0.05% 289
2024
Q1 		$944K Sell
15,429
-256
-2% -$14.9K 0.15% 154
2023
Q4 		$929K Sell
15,685
-6
-0% -$317 0.18% 139
2023
Q3 		$812K Buy
15,691
+161
+1% +$8.82K 0.22% 118
2023
Q2 		$839K Buy
15,530
+1,384
+10% +$71.2K 0.23% 114
2023
Q1 		$738K Buy
+14,146
New +$777K 0.22% 116

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $191M AUM 20.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return